Tax time is a stressful time of year for many individuals and businesses. Given the complexity of the ever-changing laws and the difficulty of interpreting them, you need a tax advisor who not only can ensure you’ve complied with the law, but who can help you claim valuable deductions and credits you may have never suspected. Our firm goes out of its way to reduce the burden of paying taxes for all filers. We pledge not only to prepare your tax returns in the best-informed, most ethical manner possible, but also to work with you year-round as needed to plan a strategy that will minimize your total tax burden. We are qualified to prepare all federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries.
Whether your moving from state-to-state during the year, have real estate or business activities in multiple states, or are a member of the military stationed outside your home state, we have the resourses and experience in dealing multiple state taxation issues.
Irs And State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities.
We all know how critical the housing crisis has become. We’ll help you determine whether you qualify for a mortgage based on your current and projected income, and we’ll analyze the advantages or disadvantages of fixed-rate and adjustable mortgages as well as other aspects of home financing. For older homeowners, we’ll discuss options such as using a reverse mortgage as a source of income. If you are contemplating a short-sale or foreclosure, we can analyse the tax impacts of either scenario and give you advise to make an informed decesion about your future.
We are well aquainted with the tax rules relating to Day Traders, real estate investors, and stock investors. In particular, we understand the complex reporting requirements associated with Restricted Stock Units, and other stock based employee compensation plans, such as ESPP's, ESOP's, and stock option plans . We are also well prepared to handle your 1031 Like-Kind Exchanges, and can help analyze the profitablitiy of your real estate investments.
Our goal is help your small or mid-sized business succeed, no matter what the economic climate. To this end we offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. We have the experience to help you grow and manage your business.
Incorporation And New Business Analysis
Our firm can help you with the process of setting up a new corporation, partnership, or LLC. We will advise you on the advantages and disadvantages of the different types of entities you can choose. We are also well prepared to assist you with the purchase and sale of an existing business, business succession planning, liquidations, and dissolutions.